Filed March 18, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,063 | $183,963-69.0% | $162,163-64.8% | $152,861-62.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 18.99% | 150.76%-131.8pp | 115.59%-96.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,450 | $6,371-77.2% | $5,614-74.2% | $4,762-69.6% |
| Participant deferral / active EE | $2,353 | $8,034-70.7% | $7,298-67.8% | $5,850-59.8% |
| Admin fee / account holder | $1,808 | $13,121-86.2% | $10,843-83.3% | $11,596-84.4% |